Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.56%
7.03%
6 Months
11.47%
31.10%
1 Year
5.40%
52.47%
3 Years
7.77%
17.74%
5 Years
—
16.38%
Since Inception
9.99%
15.58%
Fund Age
4 yrs 9 mo
16 yrs 9 mo
AUM
₹144.91 Cr
₹132.42 Cr
Alpha – 1 Year
0.68%
47.75%
Alpha – 3 Years
−4.32%
5.65%
Information Ratio – 3 Years
0.13
0.46
Volatility – 1 Year
24.35%
26.74%
Volatility – 3 Years
20.17%
21.32%
Beta – 1 Year
1.26
1.30
Beta – 3 Years
1.11
0.97
Sharpe Ratio – 1 Year
0.11
1.52
Sharpe Ratio – 3 Years
0.39
0.68
Worst Rolling Year
7.72%
-15.93%
Value at Worst Rolling Year
₹1.08 Cr
₹0.84 Cr
Deepest Drawdown
−31.10%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
12.92%
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
L 33% · M 4% · S 58%
M 9% · S 83%
Number of Stocks
15
26
Portfolio P/E
50.52
31.63
Top 5 Holdings
Craftsman Automation Ltd · 8.39%
Syrma SGS Technology Ltd · 8.34%
Polycab India Ltd · 7.32%
Venus Pipes & Tubes Ltd · 7.12%
Caplin Point Laboratories Ltd · 6.39%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%